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Cummins
CMI

Overview Fund Activity

1,543 hedge funds and large institutions have $36B invested in Cummins in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 607 increasing their positions, 524 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
20.96%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.2%
New
169
Increased
607
Reduced
524
Closed
133
Calls
$204M
Puts
$152M
Net Calls
+$51.3M
Net Calls Change
-$6.64M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$256M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$131M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$870M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$127M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$127M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
951
Wealth Alliance
New York
$523K +$29.8K +95 +6%
MA
952
MJP Associates
Connecticut
$522K +$70.5K +225 +16%
MCM
953
Mill Capital Management
North Carolina
$522K -$313 -1 -0.1%
NQWM
954
Northwest Quadrant Wealth Management
Oregon
$520K +$313 +1 +0.1%
PTC
955
Petrus Trust Company
Texas
$519K +$255K +815 +97%
PB
956
Pinnacle Bancorp
Nebraska
$516K -$26.3K -84 -5%
TWM
957
Thrive Wealth Management
Pennsylvania
$516K +$37K +118 +8%
SFC
958
SYM Financial Corp
Indiana
$514K +$56.7K +181 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
959
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$514K +$514K +1,639 New
ADL
960
Asset Dedication LLC
California
$512K -$313 -1 -0.1%
NFA
961
Northern Financial Advisors
Michigan
$512K – – –
CA
962
Calton & Associates
Florida
$510K +$9.09K +29 +2%
KWA
963
Kingswood Wealth Advisors
California
$509K -$353K -1,123 -41%
HBW
964
Hazlett, Burt & Watson
West Virginia
$506K +$312 +1 +0.1%
HGWM
965
Horst & Graben Wealth Management
Oregon
$504K +$2.51K +8 +0.5%
FFM
966
Forum Financial Management
Illinois
$503K -$3.13K -10 -0.6%
XSC
967
X-Square Capital
Puerto Rico
$502K – – –
FNBSF
968
First National Bank Sioux Falls
South Dakota
$502K – – –
VVP
969
Venture Visionary Partners
Ohio
$499K -$19.7K -63 -4%
HWA
970
HHM Wealth Advisors
Tennessee
$493K +$24.8K +79 +5%
BFG
971
Beacon Financial Group
Texas
$489K -$62.1K -198 -11%
RMDI
972
R.M. Davis Inc
Maine
$487K +$231K +738 +90%
LAM
973
Lakewood Asset Management
Illinois
$486K -$279K -889 -36%
SSWM
974
Smith Salley Wealth Management
North Carolina
$485K +$24.4K +78 +5%
EM
975
ELCO Management
New York
$484K – – –
37 38
39
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